异动解读|三花智控盘中上涨4.8%,特斯拉国内审厂开启催化量产预期

行情直击
Jun 12

6月12日,三花智控(02050)盘中上涨4.8%,报29.8港元,成交额1.17亿港元。

消息面上,特斯拉近期正式开启国内审厂,围绕Optimus GEN3定型、海外产能建设及爬产节奏等进行交流。据悉,GEN3预计未来数周内冻结定型并对外发布,特斯拉要求供应商产能爬升至周产千台以上量级,并需在明年实现海外生产配套。三花智控作为特斯拉旋转关节执行器及热管理核心供应商,已确认收到正式量产前采购订单,Q1在手订单超42亿元,墨西哥工厂已布局产能。同时,公司此前公告拟授权回购不超过已发行H股总数10%,进一步支撑市场信心。当日工业机械板块整体走强,翼菲科技涨18.23%,埃斯顿涨8.54%,优必选涨4.39%。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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